BWFM
AMU

Bridgewater Wealth & Financial Management’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio AMU Stock Details AMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-104,912
Closed -$3.04M – 99
2014
Q4 		$3.04M Buy
+104,912
New +$3.24M 1.24% 32

Other funds holding AMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

Bridgewater Wealth & Financial Management's AMU Position: Q1 2015 in Review

Bridgewater Wealth & Financial Management sold out of ETRACS Alerian MLP Index ETN (AMU) in Q1 2015, closing a stake of 104,912 shares — an estimated $3.04M sold.

Bridgewater Wealth & Financial Management first reported a position in AMU in Q4 2014 and held it in 1 quarter. The position peaked at $3.04M in Q4 2014. 32 funds tracked by Wall St. Rank hold AMU as of Q1 2015.

  • Bridgewater Wealth & Financial Management reported no remaining ETRACS Alerian MLP Index ETN position as of Q1 2015 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 104,912 ETRACS Alerian MLP Index ETN shares in Q1 2015, an estimated $3.04M.
  • Bridgewater Wealth & Financial Management first reported a position in ETRACS Alerian MLP Index ETN in Q4 2014 and held it in 1 quarter.
  • Bridgewater Wealth & Financial Management's ETRACS Alerian MLP Index ETN position peaked at $3.04M in Q4 2014.
  • 32 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q1 2015.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q1 2015, filed 28 Jul 2015.